Vaibhav Pandey
Banking and Financial
Greater Noida
Summary
Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 06 years' experience in Banking Industry.
Overview
5
5
years of professional experience
Work History
Senior Branch Relationship Officer
Aditya Birla Sun Life Insurance Company Limited
02.2024 - Current
- Consistently exceeded personal sales targets by utilizing effective communication skills and thorough knowledge of available products.
- Oversaw daily branch operations including cash management, audit preparation, and reporting activities.
- Analyzed market trends to stay up-to-date on industry developments and provide relevant insights to clients.
- Enhanced client relationships through personalized financial advice and product recommendations.
- Actively participated in professional development opportunities such as workshops or seminars to stay informed about industry advancements.
- Mentored junior staff members, providing guidance on best practices for relationship management and sales techniques.
- Provided expert assistance during new account openings, ensuring an efficient onboarding experience for customers.
- Increased branch revenue with the successful cross-selling of banking products and services.
- Improved customer satisfaction by addressing and resolving complex banking issues in a timely manner.
Assistant Manager Branch Banking
HDFC BANK
12.2022 - 11.2023
- Developed strong working relationships with staff, fostering a positive work environment.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
- Increased sales through effective merchandising strategies and targeted promotions.
- Promoted teamwork within the workplace by encouraging collaboration among staff members on various projects tasks.
- Boosted employee morale by recognizing outstanding performance and celebrating team accomplishments.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Implemented staff training programs, enhancing product knowledge and improving customer service skills.
- Enforced company policies consistently while handling disciplinary actions when necessary with fairness and respect.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Streamlined store operations for increased efficiency, implementing new processes and procedures.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
Retail Trainer
Skill India (NSDC)
02.2022 - 09.2022
- Evaluated student progress through regular assessments and provided constructive feedback to promote continuous improvement within the team.
- Reduced time spent on administrative tasks by implementing efficient scheduling systems for coordinating individual and group training sessions.
- Developed engaging training materials, including presentations, job aids, and e-learning modules, to facilitate effective learning experiences for students.
- Facilitated open communication channels between retail trainers at multiple locations, promoting knowledge sharing and best practice adoption across the organization.
- Collaborated with cross-functional teams to develop innovative approaches to training content delivery, ensuring optimal engagement from all participants.
Associate Financial Service Manager
ICICI Prudential Life Insurance Co. Ltd.
04.2021 - 01.2022
- Mentored junior associates to support their professional growth and improve overall team performance.
- Collaborated with team members to develop innovative strategies for maximizing portfolio returns.
- Optimized workflows by implementing best practices in project management and organization techniques within the team.
- Developed strong relationships with clients, fostering trust and loyalty for repeat business.
- Delivered timely responses to client inquiries, maintaining excellent communication channels throughout engagements.
- Enhanced client satisfaction by providing comprehensive financial planning and investment advice.
- Managed risk exposure by conducting thorough analyses of potential investments and market conditions.
- Coordinated with cross-functional departments to ensure seamless service delivery for high-net-worth clients.
- Conducted detailed research on market trends, identifying opportunities for portfolio diversification and growth.
Premium Consultant Cum Sales Executive
Hero Showroom
02.2019 - 03.2021
- Facilitated workshops with stakeholder groups to gain consensus on priorities and approaches for tackling identified issues or opportunities.
- Analyzed data sets to identify trends and opportunities for process improvements within client organizations.
- Conducted thorough market research and analysis, providing valuable insights for client decision making.
- Negotiated contracts on behalf of clients, securing favorable terms that contributed to their overall success.
- Mentored junior consultants, fostering professional growth and building strong team dynamics.
- Designed tailored training programs for employees at various levels within the organization, boosting overall skillsets.
- Developed innovative strategies for clients, resulting in increased revenue and business growth.
- Managed client relationships through regular check-ins and updates on project progress.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
Education
MBA - Sales And Marketing Education
A.K.T. University
Ghazipur, Uttar Pradesh, India 04.2001 -
Bachelor of Commerce - Accounting And Finance
V.B.S.P University
Ghazipur, Uttar Pradesh, India 04.2001 -
Skills
Performance Analysis
Timeline
Senior Branch Relationship Officer
Aditya Birla Sun Life Insurance Company Limited
02.2024 - Current
Assistant Manager Branch Banking
HDFC BANK
12.2022 - 11.2023
Retail Trainer
Skill India (NSDC)
02.2022 - 09.2022
Associate Financial Service Manager
ICICI Prudential Life Insurance Co. Ltd.
04.2021 - 01.2022
Premium Consultant Cum Sales Executive
Hero Showroom
02.2019 - 03.2021
MBA - Sales And Marketing Education
A.K.T. University
04.2001 -
Bachelor of Commerce - Accounting And Finance
V.B.S.P University
04.2001 -
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